Practice math for financial advisors.
Advisor Talk with Frank LaRosa focuses on the business decisions financial advisors face when changing firms, growing practices, or modernizing operations. The conversations are direct and numbers-driven, with frequent attention to payout math, client retention, AI, CRM systems, custodial partnerships, and M&A.
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Advisor Talk with Frank LaRosa is an industry-facing series about the business side of financial advice. Its center of gravity is the advisor’s practice: how it is paid, where it sits, how it grows, and what changes when the advisor moves. Episodes regularly turn on practical calculations. A transition package is not treated as a vague incentive, but as upfront money, asset-based deal terms, T12 comparisons, income lift, tax structure, and opportunity cost. The show is comfortable saying that money can be the reason to move, while still returning to support, service, growth, and client experience as part of the larger decision. That mix gives the conversations their shape. One moment may examine whether a team can move most of the clients it wants to keep; the next may test whether deferred compensation is really worth waiting for. The show also spends serious time on technology. AI is framed less as a gimmick than as a capacity tool for advisors, assistants, branches, and back-office teams. CRM conversations are similarly pragmatic, treating the platform as a data warehouse that only becomes valuable when it connects client records, prospects, pipeline, tech stack, and future automation. RIA technology gets a separate kind of scrutiny because flexibility can turn into paralysis when advisors are asked to choose from too many custodial and software options. The M&A material is more relationship-driven, with fit, seller trust, financing structure, down payments, debt, and practice quality weighing against simple purchase price. Guests and co-hosts tend to speak in the vocabulary of recruiting, wealth management, operations, and practice management. The pace is conversational, but the questions keep pulling the talk back to a decision point. It is most useful when an advisor is comparing firm models, weighing an offer, planning a transition, or trying to make technology actually support growth. The show does not pretend every practice is the same. It sorts by book composition, client type, advisory percentage, revenue, assets, and business goals. That specificity is the appeal. Advisor Talk with Frank LaRosa sounds like a working conversation among people who spend their days inside advisor decisions and want the math on the table.
Made for: Financial advisors, RIAs, wealth-management leaders, and advisor-facing operators who care about transitions, recruiting economics, practice management, M&A, and technology choices. It is especially suited to listeners evaluating a move, a deal, or a major operational change.
What sets it apart: The show stands out for converting advisor-industry assumptions into concrete deal math, attrition estimates, payout comparisons, and operational consequences. It treats AI, CRM, recruiting, and M&A as business decisions with numbers attached.
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to re…
Based on 6 episodes we listened to · September 2026
It turns advisor transitions and deal offers into practical comparisons of economics, ownership, support, technology, and long-term business consequences.
Frank LaRosa keeps the conversation close to the decisions that reshape a financial advisor's business: changing firms, choosing an RIA structure, weighing private equity, buying a practice, and deciding whether deferred compensation is worth waiting for.
A seven-figure check gets less romantic once Frank LaRosa asks whose money pays it back.
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Short reviews from the PlayNext desk, based on the episodes we processed.
LaRosa urges advisors to consider a large offer when prospective firms start to blend together.
Frank LaRosa and Stacey Frank put money squarely into the conversation about changing wealth management firms. LaRosa says that technology, support and client service can start to sound much the same across the firms an advisor considers.
Frank LaRosa and Stacey Frank discuss client retention, bank ties and income when an advisor changes firms.
When an advisor leaves a firm, how many clients will follow? Frank LaRosa and co-host Stacey Frank look at the difference between loyalty to an advisor and ties to a firm through checking, lending and other banking services.
A practice purchase can stall on fit or financing before price becomes the deciding issue.
Practice fit sits ahead of price in this single-episode review of an M&A conversation with Frank LaRosa and John Cutton. The useful thread is not that valuation disappears, but that sellers may still choose the buyer who feels right for the practice when competitive money is…
Before admiring the private equity check, calculate how much may simply be the practice's money coming back.
Private equity can make an RIA deal look hard to refuse when the multiple is 15x or 18x, but Frank LaRosa keeps the focus on the math behind the check. His core warning is that a headline payout can hide a slower giveback.
Fintech entrepreneurs, advisor tools, real workflows.
Advisor tech, without the showroom gloss.
Stephen Dubner tests bourbon economics, Alzheimer's research, and money advice against hard data.
Daily business news with Kai Ryssdal, tracking Fed policy, oil shocks, and private credit.
Galloway rotates Office Hours Q&A, Raging Moderates politics, and China Decode geopolitics weekly.
Financial advisor Chuck Failla discusses the scary decision to give up his Series 7 license after 25 years to go RIA.
Sue Chima and Jim Permiani discuss how CRMs function as data warehouses and how to future-proof them for financial advisors.
Frank LaRosa and Stacey Frank discuss private equity in wealth management, warning advisors not to be blinded by high multiples.
AI is the pressure point here.
Frank LaRosa argues that advisor transition deals have become so aggressive that a practice can face a roughly $9 million to $11 million spread between two credible firms.
Advisor Talk with Frank LaRosa focuses on what advisors wish they knew before leaving a firm, with Frank LaRosa and Stacey Frank drawing from hundreds of transitions.
Frank LaRosa says advisors waiting on deferred comp or retirement payouts can lose millions, especially when moving from W-2 to 1099.
A panel discussion on how financial advisors can leverage AI as a tool for efficiency and client retention, rather than fearing it as a competitor.
Jon Kuttin says a $1 million business can feel like a $200,000 cash-flow deal in year one.
Jim and Sue discuss how CRMs are essentially data warehouses that can be enhanced with AI to scale a business, focusing on future-proofing for financial advisors.
This episode discusses the challenge RIAs face with overwhelming technology options and how to effectively leverage custodial partnerships.
Frank LaRosa discusses how financial advisors can build a practice that attracts premium buyers by focusing on organization, scalability, and buyer appeal.